EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$35.1M
3
+$15.2M
4
LC icon
LendingClub
LC
+$13.9M
5
AZO icon
AutoZone
AZO
+$12.3M

Top Sells

1
+$44.6M
2
+$18.4M
3
+$14.6M
4
AXP icon
American Express
AXP
+$13.3M
5
LVS icon
Las Vegas Sands
LVS
+$11.9M

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 15.99%
3 Healthcare 14.66%
4 Financials 13.27%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$764K 0.03%
6,235
+54
202
$725K 0.03%
10,921
+1,163
203
$721K 0.03%
+18,937
204
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6,634
205
$703K 0.03%
3,980
206
$692K 0.03%
9,232
-4,195
207
$689K 0.03%
2,498
208
$674K 0.03%
6,806
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209
$671K 0.03%
7,150
-1,000
210
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7,427
211
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516
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212
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27,250
-516
213
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5,432
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214
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14,199
+1,346
215
$596K 0.03%
4,976
216
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15,122
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217
$576K 0.03%
9,759
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218
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7,465
219
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11,715
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220
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6,714
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221
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9,702
-139
222
$569K 0.03%
31,030
-23,963
223
$557K 0.02%
4,291
-774
224
$555K 0.02%
12,688
-9,658
225
$554K 0.02%
10,248
-3,521
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9
10 11